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Wealth Management

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Can you time the market?

Can you time the market?

Building a better financial future

Building Your Financial Future Now (Videos in English and French)

Please find a video (in English) with important financial concepts including savings, retirement planning, tax planning, and investments:

Impact of 1% better returns

A small increase in returns dramatically improve your retirement

Your financial health may be good since the performance of U.S. stocks is excellent (+400% since March 2009), improving your portfolio performance by only 1% can sustain retirement spending an additional 12 more years!

Financial moves to make before the end of the year

15 financial moves to make before the end of the year

It’s almost 2020… do you have a customized financial plan to help you reach your goals and dreams?

Are we headed for a recession? Is your portfolio recession-proof?

Are we headed for a recession? Is your portfolio recession-proof?

Now might be the time to review how recession-proof is your portfolio. 

Have you seen this blog?

Have you seen the new BFM blog?

Tax update for the French

Beaucoup d’entre nous aux Etats-Unis sont en train de préparer les déclarations fiscales. Les informations et liens ci-dessous pourraient vous servir pour rester en règle auprès des gouvernements Américain et Français.

Capital gains - taxes on a loss

Capital Gains - You May Have to Pay Taxes on a Loss!

You meet with your accountant and he informs you that you need to pay capital gains taxes even though the mutual fund you bought posted negative returns. You have not sold any funds or made any portfolio changes. How does this happen?

Good negative returns funds

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Pension/defined benefit plan statistics

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